JSAM
ITUB icon

J. Safra Asset Management’s Itaú Unibanco ITUB Stock Holding History

J. Safra Asset Management’s Portfolio ITUB Stock Details ITUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-34,329
Closed -$246K – 642
2025
Q4 		$246K Buy
+34,329
New +$244K 0.01% 204
2022
Q3 		– Sell
-13,596
Closed -$51K – 93
2022
Q2 		$51K Buy
+13,596
New +$60.4K 0.01% 62

Other funds holding ITUB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

J. Safra Asset Management's ITUB Position: Q1 2026 in Review

J. Safra Asset Management sold out of Itaú Unibanco (ITUB) in Q1 2026, closing a stake of 34,329 shares — an estimated $246K sold.

J. Safra Asset Management first reported a position in ITUB in Q2 2022 and held it in 2 quarters. The position peaked at $246K in Q4 2025. 389 funds tracked by Wall St. Rank hold ITUB as of Q1 2026.

  • J. Safra Asset Management reported no remaining Itaú Unibanco position as of Q1 2026 after selling out during the quarter.
  • J. Safra Asset Management sold 34,329 Itaú Unibanco shares in Q1 2026, an estimated $246K.
  • J. Safra Asset Management first reported a position in Itaú Unibanco in Q2 2022 and held it in 2 quarters.
  • J. Safra Asset Management's Itaú Unibanco position peaked at $246K in Q4 2025.
  • 389 funds tracked by Wall St. Rank held Itaú Unibanco as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.